SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 241 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 0.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $78,449 | +7.4% | 1,030 | -0.2% | 0.01% | 0.0% |
| Q3 2023 | $73,054 | -2.7% | 1,032 | -0.1% | 0.01% | -7.1% |
| Q2 2023 | $75,043 | -0.8% | 1,033 | -0.1% | 0.01% | -6.7% |
| Q1 2023 | $75,667 | -3.5% | 1,034 | -0.4% | 0.02% | -6.2% |
| Q4 2022 | $78,428 | +1860.7% | 1,038 | +1721.1% | 0.02% | +1500.0% |
| Q3 2022 | $4,000 | -99.5% | 57 | -99.5% | 0.00% | -99.4% |
| Q2 2022 | $844,000 | +42100.0% | 11,784 | +40534.5% | 0.15% | – |
| Q1 2022 | $2,000 | -99.7% | 29 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $668,000 | -3.7% | 13,631 | +0.5% | 0.21% | -4.5% |
| Q4 2017 | $694,000 | -44.9% | 13,558 | -49.7% | 0.22% | -46.9% |
| Q3 2017 | $1,260,000 | +109.0% | 26,934 | +101.5% | 0.42% | +86.7% |
| Q2 2017 | $603,000 | +1.9% | 13,368 | +0.7% | 0.22% | -3.0% |
| Q1 2017 | $592,000 | +2.4% | 13,272 | 0.0% | 0.23% | -4.9% |
| Q4 2016 | $578,000 | +2.8% | 13,272 | 0.0% | 0.24% | -1.2% |
| Q3 2016 | $562,000 | +2.2% | 13,272 | 0.0% | 0.25% | -2.4% |
| Q2 2016 | $550,000 | +3.4% | 13,272 | 0.0% | 0.25% | -13.1% |
| Q1 2016 | $532,000 | +3.9% | 13,272 | 0.0% | 0.29% | -1.0% |
| Q4 2015 | $512,000 | – | 13,272 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Advisors Investment Management, LLC | 1,418,223 | $75,166,000 | 12.40% |
| Pinkerton Retirement Specialists, LLC | 511,031 | $27,085,000 | 10.91% |
| Summit Asset Management, LLC | 426,264 | $22,592,000 | 10.47% |
| USAdvisors Wealth Management, LLC | 240,972 | $12,772,000 | 9.15% |
| Avantax Planning Partners, Inc. | 2,121,326 | $112,430,000 | 9.00% |
| Q3 Asset Management | 82,335 | $4,365,000 | 8.43% |
| Acorn Wealth Advisors, LLC | 149,856 | $7,544,000 | 7.44% |
| Sharkey, Howes & Javer | 225,870 | $11,971,000 | 6.26% |
| Financial Sense Advisors, Inc. | 253,744 | $13,448,000 | 5.68% |
| ROCKY MOUNTAIN ADVISERS, LLC | 26,059 | $1,381,000 | 4.73% |